A detailed history of Integrated Wealth Concepts LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 78,436 shares of WFC stock, worth $6.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
78,436
Previous 88,384 11.26%
Holding current value
$6.06 Million
Previous $5.25 Million 15.64%
% of portfolio
0.06%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$51.58 - $60.97 $513,117 - $606,529
-9,948 Reduced 11.26%
78,436 $4.43 Million
Q2 2024

Aug 14, 2024

SELL
$56.41 - $62.34 $186,040 - $205,597
-3,298 Reduced 3.6%
88,384 $5.25 Million
Q1 2024

May 15, 2024

SELL
$46.44 - $57.96 $1.51 Million - $1.89 Million
-32,597 Reduced 26.23%
91,682 $5.31 Million
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $601,163 - $785,228
15,546 Added 14.3%
124,279 $6.12 Million
Q3 2023

Nov 15, 2023

BUY
$40.43 - $47.13 $16,576 - $19,323
410 Added 0.38%
108,733 $4.44 Million
Q2 2023

Aug 15, 2023

BUY
$36.72 - $42.68 $314,506 - $365,554
8,565 Added 8.59%
108,323 $4.62 Million
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $2.35 Million - $3.14 Million
64,772 Added 185.14%
99,758 $3.73 Million
Q4 2022

Feb 13, 2023

BUY
$40.23 - $47.95 $90,155 - $107,455
2,241 Added 6.84%
34,986 $1.45 Million
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $1,193 - $35,058
-770 Reduced 2.3%
32,745 $1.32 Million
Q2 2022

Aug 08, 2022

BUY
$37.43 - $49.33 $49,257 - $64,918
1,316 Added 4.09%
33,515 $1.31 Million
Q1 2022

May 12, 2022

BUY
$45.81 - $59.06 $33,807 - $43,586
738 Added 2.35%
32,199 $1.56 Million
Q4 2021

Feb 15, 2022

SELL
$45.31 - $52.0 $202,127 - $231,972
-4,461 Reduced 12.42%
31,461 $1.51 Million
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $342,538 - $414,008
8,094 Added 29.09%
35,922 $1.67 Million
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $59,614 - $72,329
1,510 Added 5.74%
27,828 $1.26 Million
Q1 2021

May 13, 2021

SELL
$29.7 - $40.81 $344,074 - $472,783
-11,585 Reduced 30.56%
26,318 $1.03 Million
Q4 2020

Feb 12, 2021

BUY
$21.14 - $30.35 $261,248 - $375,065
12,358 Added 48.38%
37,903 $1.14 Million
Q3 2020

Nov 13, 2020

SELL
$22.83 - $26.35 $38,947 - $44,953
-1,706 Reduced 6.26%
25,545 $601,000
Q2 2020

Jul 30, 2020

BUY
$22.53 - $33.32 $613,965 - $908,003
27,251 New
27,251 $698,000
Q1 2020

May 18, 2020

SELL
$25.25 - $53.75 $198,490 - $422,528
-7,861 Closed
0 $0
Q4 2019

Feb 20, 2020

SELL
$47.82 - $54.46 $23,910 - $27,230
-500 Reduced 5.98%
7,861 $423,000
Q3 2019

Nov 15, 2019

SELL
$43.38 - $50.71 $258,891 - $302,637
-5,968 Reduced 41.65%
8,361 $422,000
Q2 2019

Aug 15, 2019

BUY
$44.37 - $49.17 $201,794 - $223,625
4,548 Added 46.5%
14,329 $661,000
Q1 2019

May 15, 2019

BUY
$46.57 - $51.73 $110,603 - $122,858
2,375 Added 32.07%
9,781 $473,000
Q4 2018

Feb 14, 2019

BUY
$43.6 - $54.46 $73,771 - $92,146
1,692 Added 29.61%
7,406 $341,000
Q3 2018

Nov 13, 2018

SELL
$52.56 - $59.19 $10,091 - $11,364
-192 Reduced 3.25%
5,714 $299,000
Q2 2018

Jul 27, 2018

BUY
$50.39 - $56.18 $655 - $730
13 Added 0.22%
5,906 $333,000
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $38,846 - $50,238
762 Added 14.85%
5,893 $303,000
Q4 2017

May 15, 2018

BUY
$53.19 - $61.61 $272,917 - $316,120
5,131
5,131 $318,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $293B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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